# data[].attributes.body
Proactive outreach, sharing updates but also news and opportunities as they arise, setting an intention for each relationship, tracking touchpoints in SF

# data[].attributes.body
We all know where to go for what we need (clarity/training around where things are saved like budgets, legal docs). Maybe there is a "glossary" of sorts that we create that directs us where things are stored (because it's hard to remember).

Making time to get trained as a team on things we need training for.

Salesforce rebuild is informed by team and product in FY24 helps us better manage our opportunities and engagement.

Team meetings have a clear purpose (rather than a place to mostly share updates) ahead of time so everyone can prepare as needed and we can workshop things together.

# data[].attributes.body
Sharing funding opportunities with nonprofit partners that are smaller; joint applications/asks with partners; looking into government grants more as a new type of funding that brings $$ into Dallas

# data[].attributes.body
Systemized, but natural communications; increased collaboration/communication with program teams; increased capacity/tools/resources for delivering events; X% increase in donor engagement survey;

# data[].attributes.body
Targeted stewardship with an understanding on each investors specific interests. Consistent communications concerning Commit updates.

# data[].attributes.body
Portfolio managers creating cultivation/stewardship plans for each investor (or tiers of investors) that include casual get-to-know you meetings, personal outreach via notes, intentional outreach/emails.

# data[].attributes.body
Understanding the broader networks that our funders exist within and how they relate and overlap with each other (e.g. what groups of national funders are focusing in Texas)

# data[].attributes.body
Targeted PD based on each of our focus areas that we can report back on and share; Increased systemization and collaboration with other teams (e.g. Comms) on Salesforce; Streamlined communications channels and segmented investor audiences.

# data[].attributes.body
Create more opportunities to connect PBOs to Commit funders as appropriate; continue to sub grant; provide access to fundraising training/ mentorship/ networking

# data[].attributes.body
Defining core capabilities for all team members and for roles and then identifying PD (indiv and team) opportunities

# data[].attributes.body
Embed and systemize the work from the greater ecosystem into investor comms (kind of like the bright spot blogs that Comms does, but maybe focused on other nonprofits rather than students or educators); explore avenues to increase awareness of other nonprofits among new or Op40 investors that might not have been previously exposed.

# data[].attributes.body
improving processes to build capacity, improve inter-departmental systems, and remove double work

# data[].attributes.body
More cross-role, cross-portfolio collaboration

Systems and processes that allow for more proactive, solution-focused problem solving

Team members know where to go to find key documents/knowledge and what to do if they are "stuck"

# data[].attributes.body
A Salesforce instance that reflects the way we need to think about our work, rather than a "check the box" process step with little tangible benefit of spending time in it.

# data[].attributes.body
improved payments/revenue tracking process that includes more clear and consistent communication between teams to ensure all incoming dollars are tracked accurately and in a timely manner

# data[].attributes.body
Leveraging Intacct (accountings system) for better revenue tracking; understanding if we will still need to track Opp2040 fundraising in FY24 or not

# data[].attributes.body
Finding the balance between systems that give us what we need to work effectively, but not overengineering things or adding a lot of additional work through process steps. Whatever systems we build need to be flexible enough to adapt to our changing work without needing to re-build them all the time.

# data[].attributes.body
Identifying high-quality PD opportunities that are aligned to our work

# data[].attributes.body
Being really clear on how core/Opp2040 expenses and revenue are braided together

# data[].attributes.body
Standard procedures for creating and documenting grant budgets, even when the funder submissions might all look a little different

# data[].attributes.body
Streamlined systems.

# data[].attributes.body
Checks and balances on budget increases/revisions, with time spent understanding wider implications of changes

# data[].attributes.body
Relationships yield better engagement (measured through open rates/event attendance, investments in a specific area)